Quick Stats

Bid Price - Offer Price -
Mid Price GBX 2,074.00 Day Change GBX -2.00 (-0.10%)
Price Date 18 Oct 2017 Crown Rating 3
Shares Class Inc. Yield 0.00 %
Total Expense Ratio 0.96 Fund Size 418,296,980.60
Launch Date 28/10/1982 Standard Initial Charge (%) 0.00
Currency GBX ISA Eligible Yes
Annual Management Charge (%) 0.80 Sector IMA UK Equity Income
Min Investment (£) 1,000.00 Total Expense Ratio (%) 0.96
ISIN GB00B3RDH349 Min TopUp (£) 250.00

Fund Objective

The Fund aims to provide long term capital growth through investment in global equities. The Fund will predominantly invest in equities (and equity related securities) of medium sized companies, and aims to hold a concentrated portfolio within a range of 40-60 securities. The Investment Manager's research and investment strategy will focus on company selection. The Investment Manager is not restricted in terms of region or industry sector. The Fund can also invest into other transferable securities, money market instruments, cash and deposits, and is also able to use derivatives for efficient portfolio management.

Fund Managers

Amit Lodha
Amit Lodha has been portfolio manager of the Fidelity Global Equities Fund since 2010 and has over 14 years of investment experience. Amit joined Fidelity as a research analyst in our Mumbai office in 2003. He spent his first three years with the company covering Indian equities (responsible for technology, media, telecoms, financials and retail sectors) before becoming the Asia (ex Japan) financials sector leader in 2006. In 2007, Amit joined the analyst team in London to become global commodities analyst and pick up coverage of basic materials stocks. Prior to joining Fidelity in 2003, Amit spent three years as an equity analyst at Citigroup in Mumbai, covering the Indian telecoms, technology and media sectors. He started his career in the industry at KPMG Mumbai in 1997 where he left having risen to Senior Accountant in 2000. Amit completed his BA and MA in Commerce & Economics at Mumbai University. He is a qualified accountant from the Institute of Chartered Accountants (India) and a CFA Charter holder.